401(k) · DOL Form 5500 · 2024

Wagner & Wagner Auto Sales, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
180
Participants Small participant base
60th
Percentile by assets National rank
$66,260
Avg per participant Below avg balance/head
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Official DOL plan name: Wagner Motor Sales and Subsidiaries 401(k) Plan · Sponsored by Wagner & Wagner Auto Sales, Inc. · Massachusetts · Retail Trade

$12M in assets, 180 participants

Wagner & Wagner Auto Sales, Inc.'s Wagner Motor Sales and Subsidiaries 401(k) Plan reported $12M in total assets and 180 participants in its 2024 DOL Form 5500 filing, ranking in the 60th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,680 in Retail Trade (8,048 peers)

Coverage in Massachusetts

Wagner Motor Sales and Subsidiaries 401(k) Plan covers 180 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $12M.

#5,680
in Retail Trade (8,048 peers)
+15.1%
assets growth YoY

Wagner Motor Sales and Subsidiaries 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Wagner Motor Sales and Subsidiaries 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,926,724 Top 40% higher than 60% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Wagner Motor Sales and Subsidiaries 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wagner Motor Sales and Subsidiaries 401(k) Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wagner Motor Sales and Subsidiaries 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Wagner Motor Sales and Subsidiaries 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Wagner Motor Sales and Subsidiaries 401(k) Plan reported participants rose from 176 in the plan year 2023 filing to 180 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042378354 · Wagner & Wagner Auto Sales, Inc. PY 2024 · 401(k)

Wagner Motor Sales and Subsidiaries 401(k) Plan · $12M · 180 · 60th

  • BOY $12M
  • BOY 180
  • BOY 60th
  • BOY 401(k)
  • BOY near Jupiter Island Holdings, Inc. 401(k) Plan
  • BOY ind #5680

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Massachusetts →

Wagner Motor Sales and Subsidiaries 401(k) Plan in the asset neighbourhood

Wagner Motor Sales and Subsidiaries 401(k) PlanWagner Motor Sales and Subsi…$12MJupiter Island Holdings, Inc. 401(k) PlanJupiter Island Holdings, Inc…$12MLakeside Manufacturing Retirement PlanLakeside Manufacturing Retir…$12MKimbrell's Employees Profit Sharing Plan and TrustKimbrell's Employees Profit …$12MTaurus/Nfs 401(k) Plan$12M
End-of-year total assets ($M) among Wagner Motor Sales and Subsidiaries 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN042378354
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wagner & Wagner Auto Sales, Inc.)

Sponsor-wide plan assets over time

All Wagner & Wagner Auto Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 42.19205444316043% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.39M $11.9M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 176 $8M
2023 1 176 $10M
2024 1 180 $12M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Wagner Motor Sales and Subsidiaries 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Wagner Motor Sales and Subsidiaries 401(k) Plan, Total assets ($B): 0.011926724 · Participants: 180Wagner Motor Sales and Subsidiaries 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Wagner Motor Sales and Subsidiaries 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Wagner Motor Sales and Subsidiaries 401(k) Plan side-by-side with 3 peers →

Wagner Motor Sales and Subsidiaries 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Jupiter Island Holdings, Inc. 401(k) Plan in FL ($12M); by covered participants it is Costello, Inc. 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (180 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wagner Motor Sales and Subsidiaries 401(k) Plan assets move in 2024? ▼
Wagner Motor Sales and Subsidiaries 401(k) Plan grew sharply - up 15.1% during 2024, from $10M to $12M. Reported net income was $2M.
How have Wagner & Wagner Auto Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wagner & Wagner Auto Sales, Inc.'s sponsor-wide assets grew 42.2%, from $8M to $12M.
Which 401(k) plans are similar in size to Wagner Motor Sales and Subsidiaries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jupiter Island Holdings, Inc. 401(k) Plan in FL ($12M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Wagner Motor Sales and Subsidiaries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Costello, Inc. 401(k) Plan in TX (180 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042378354.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.